LitGal
Full time employment: Posting here.
Has anyone had any experience with Fisher Investments? They keep contacting us, wanting to manage our rollover IRA's (from 401Ks). We've invested quite well on our own over the years, between Vanguard,T Rowe Price, and my husband managing his 401K options through his employer.
From what I can tell, Fisher would simply create for us a portfolio that they think is appropriate, but charge us 1.5% in fees annually, whether the acct. makes or loses $. Vanguard and T.Rowe Price have done the same, in theory, through the specific funds we have chosen from them.........but their fees are quite reasonable. Plus, funds are easy to track on their websites. If they decrease in value, at least we are only paying low fees to watch our $ drop a bit.
We spent years as "do-it-yourself"ers, selling our own house and cars, painting, doing home maintenance, etc. But, we are getting tired...........and my husband is not well. (No, he doesn't have cancer or heart issues; it's a rare form of lung disease, though he never smoked).
(If it would help to know more about our situation, I put our background on the "Hi, I am...." thread.)
It would be nice to hear if anyone has had experience with the Fisher Co., based in Woodside, CA.
Thanks!
From what I can tell, Fisher would simply create for us a portfolio that they think is appropriate, but charge us 1.5% in fees annually, whether the acct. makes or loses $. Vanguard and T.Rowe Price have done the same, in theory, through the specific funds we have chosen from them.........but their fees are quite reasonable. Plus, funds are easy to track on their websites. If they decrease in value, at least we are only paying low fees to watch our $ drop a bit.
We spent years as "do-it-yourself"ers, selling our own house and cars, painting, doing home maintenance, etc. But, we are getting tired...........and my husband is not well. (No, he doesn't have cancer or heart issues; it's a rare form of lung disease, though he never smoked).
(If it would help to know more about our situation, I put our background on the "Hi, I am...." thread.)
It would be nice to hear if anyone has had experience with the Fisher Co., based in Woodside, CA.
Thanks!